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The Verdict is In on the Sell Side – First Session Available

The Verdict is In on the Sell Side – First Session Available

Brian Goodhart, Director of M&A Advisory Services at Capstone, recently released his webinar series for legal professionals, “The Verdict is In on the Sell Side.” This six-part, monthly series was developed specifically for attorneys to assist them in guiding clients through the process of selling their business. The first session is now available: WATCH NOW …

Capstone Promotes Abigail Iaconis to Senior Analyst

Capstone Promotes Abigail Iaconis to Senior Analyst

Capstone is pleased to announce that Abigail Iaconis has been promoted to the position of Senior Analyst. In carrying out the duties of her new position, she will provide Capstone clients with creative solutions to issues which will help them overcome obstacles on their pathway to successful, inorganic growth. Abigail’s responsibilities will include conducting research …

Operations – The Fourth Variable in Your Selling Equation

Operations – The Fourth Variable in Your Selling Equation

Operations – The Fourth Variable in your Selling Equation By Brian Goodhart The essence of the Operational component of your selling equation is the fundamental question of whether the owner’s departure upon sale would cause a material disruption in the performance of the business. In a perfect world, a business owner would be able to …

Involvement – The Second Variable in Your Selling Equation

Involvement – The Second Variable in Your Selling Equation

Involvement – The Second Variable in Your Selling Equation By Brian Goodhart Involvement is perhaps one of the most complex and personal variables involved in the selling equation. Unlike valuation, there are no trained professionals in this field who use proven methods to arrive at a mathematically sound option. Involvement is inherently personal and as …

Brian Goodhart Joins Capstone

Brian Goodhart Joins Capstone

Capstone Strategic, Inc. is pleased to announce Brian Goodhart has joined the firm in the capacity of Director, M&A Advisory Services. In this role with Capstone’s team of Growth Engineers, Brian works side-by-side with clients through the deal making process to develop actionable transition strategies that maximize value and create generational wealth. “We are very glad …

Tis The Season To Sell Your HVAC Business

Tis The Season To Sell Your HVAC Business

In the ACHR News, Capstone CEO and Founder David Braun offers up advice for owners in the HVAC industry interested in selling their businesses. For decades, family-owned HVACR companies have had succession plans established by birthright. When the current leadership retired, the predestined next in line, whether one relative or a few, took up the mantle for …

How to Align Your Workforce for Success

How to Align Your Workforce for Success

Capstone Founder and CEO David Braun shares his advice and experience for successfully bringing construction industry workforces together. Across the construction industry, mergers and acquisitions (M&A) deals have grown over the past two years. In 2021, deal volume grew by 14% over 2020 translating into deal values from $354 billion to $505 billion. Deal values …

Capstone Announces Start of 2022 Capstone Cares Comfort & Joy Holiday Food Drive

Capstone Announces Start of 2022 Capstone Cares Comfort & Joy Holiday Food Drive

The 2022 Capstone Cares Comfort & Joy Food Drive has begun! Donations will be gratefully accepted November 1 through December 16. Your generous gifts this year will benefit the Committee for Helping Others. The mission of this all-volunteer organization is to provide simple, loving charity to the needy of Vienna, Oakton, Dunn Loring, and Merrifield, …

Ingrid Braun promoted to Senior Analyst

Ingrid Braun promoted to Senior Analyst

Capstone Strategic, Inc. is pleased to announce that Ingrid Braun has been promoted to the position of Senior Analyst. In her new capacity, she will provide creative solutions to help clients overcome obstacles to growth by developing strategies, conducting research and analysis, as well as opening doors with prospective company owners to engage in exploratory …

Helping Clients Get on a Path for Future Growth

Helping Clients Get on a Path for Future Growth

Capstone Founder and CEO David Braun was a recent guest on the “Tax-Alpha Solutions” Podcast. David and host Matt Chancey discussed a number of topics, from adaptability to the importance of having a business succession plan. In addition to Apple Podcasts, you can also hear the episode on iTunes, Spotify, Stitcher, TuneIn, iHeartRadio, Amazon Music, …

Anna Kochkina promoted to Director, Valuation Services

Anna Kochkina promoted to Director, Valuation Services

Capstone Strategic, Inc. is pleased to announce that Anna Kochkina has been promoted to the position of Director, Valuation Services. In her new capacity, she will oversee all aspects of the M&A valuation services Capstone provides to clients including valuation of business interests, designing financial models, and conducting risk assessments. “This promotion is well-deserved. Our …

What’s Next in Healthcare Mergers & Acquisitions

What’s Next in Healthcare Mergers & Acquisitions

Capstone CEO and Founder David Braun is the author of an article for Managed Healthcare Executive magazine. The article examines recent merger activity within the healthcare industry and looks at potential future trends in healthcare M&A. Read the entire article at: https://www.managedhealthcareexecutive.com/view/what-s-next-in-healthcare-mergers-acquisitions

M&A Growth Strategy for Healthcare Companies

M&A Growth Strategy for Healthcare Companies

Regarding mergers and acquisitions, the healthcare industry was one of the most active in 2021. Capstone Strategic Founder and CEO David Braun recently spoke with the publication Healthcare Business Today to share some insight on growth strategy for healthcare companies considering M&A. https://www.healthcarebusinesstoday.com/ma-growth-strategy-for-healthcare-companies/  

Credit Unions: Valuation and M&A Transactions

Credit Unions: Valuation and M&A Transactions

Whether due to merger, expansion, or investment, an understanding of the processes and techniques of valuation is crucial for the effective growth and solid financial performance of credit unions. Capstone Managing Director John Dearing and Manager Anna Kochkina break down the multifaceted valuation process in CUInsight. https://www.cuinsight.com/credit-unions-valuation-and-ma-transactions.html

The Big Corporate Split-Ups

The Big Corporate Split-Ups

Capstone CEO David Braun shared his insights with the business website Real Money, about the recent news of large conglomerates like General Electric and Johnson & Johnson splitting into separate companies. And why other large, established companies may follow suit. https://realmoney.thestreet.com/investing/stocks/ge-isn-t-the-only-aging-company-that-could-benefit-from-a-breakup-15830176

What to Consider for Your Telecom M&A Deal

What to Consider for Your Telecom M&A Deal

When it comes to global M&A activity, no sector has been hotter than the one known as TMT; Tech, Media, and Telecommunications. In the latest edition of Telecom Reseller, Capstone Strategic CEO David Braun shares his advice for companies considering strategic growth by acquiring a telecom company. https://telecomreseller.com/2021/11/09/what-to-consider-for-your-telecom-ma-deal/

Manufacturing Growth Through Acquisition: What to Know and What to Ask

Manufacturing Growth Through Acquisition: What to Know and What to Ask

In the current issue of Supply Chain Management Review, Capstone CEO David Braun offers both advice, and some vital questions to answer for those manufacturing and supply chain companies who may be considering growth through acquisition. https://www.scmr.com/article/manufacturing_growth_through_acquisition_what_to_know_and_what_to_ask